Serbinski Accounting Firms

Good to know, thanks for confirming!

I'm looking for clarification on this subject… It is for my wife who is a USC in Canada as a PR. I am a Canadian Citizen only. She is completely up to date with all filing years and form 8891 for her spousal RRSP. In the past AND in addition to form 8891, we have also included a form 8833 with an ...

TaxAct as well

Well, the $2000 refund cheque finally showed up in the mailbox yesterday...with $50 in interest added on!!

MGeorge,

In your reading of this subject did you come across anything related to RRSP's and Defined Benefit (DB) pension plans and how they might be affected by the NIIT?

I haven't as of yet, but I may have missed something...

I started reading through the draft instructions, and at this point I understand as you do with regards to my USC wife being married to me - an NRA… She will file her return as HoH using me as NRA, however, for the purpose of f8960, it looks like she is considered MFS and the $125,000 threshold ap...

I came across this 8960 while reading through the instructions for 2013 f1040... My wife is the one who files the IRS return. She is a USC in Canada as a PR. I am a Canadian Citizen only so therefore an NRA for her return. We have two dual citizen children that she files for the ACTC. She files HoH ...

This electronic FinCEN form replaces the previous paper TDF 90-22.1 as there is no more paper filing for FBAR?

Update: My wife called the international office in Philadelphia tonight for a status update on her $2000 refund from the additional child tax credit - from the 2012 tax year (filed in June 2013). After explaining everything to the agent, and once the IRS agent finally understood what it was that was...

I know I posted this a number of months ago but i did receive some info from the IRS... After I resubmitted a copy of my wife's return to Philadelphia as instructed by the IRS agent I spoke to, my wife called them 5 weeks later (1st week of September) for information and they told her that everythin...

Just curious if anyone else has come across this scenario.... I submitted my wife's 2012 iRS return (USC in Canada as PR) via private delivery service (fed ex) to the appropriate address in Austin TX. Return was mailed June 17 and confirmed received in TX June 18th. An extension was applied for to O...

Right! That part I understand....As I mentioned she does not owe the AMT so no form 6251 needs to be sent in, this was verified before the AMTFTC was calculated. As I plugged the numbers into TaxAct for the regular tax FTC (f1116), the software was completing the 6251 and associated AMT f1116's in p...

As I work through TaxAct for my wife's 2012 IRS return I came across a couple of questions that I'm hoping to get clarification on...these were under the Credits section: "The simplified foreign tax credit election for the AMT allows one to forgo the completion of part 1 of the AMT form 1116. T...

MGeorge, you mentioned using TaxAct. Did you use different software previously or none at all? I'm curious as to how people who have switched to taxact from other software or no software, have imported previous years' returns. This was an issue that eortlund mentioned. I think at the start of the ta...

Right! I actually haven't printed anything off yet so I didn't see the worksheets. I'm using TaxAct deluxe version....I think I can look under the forms tab and open up the file from there and it will show me. I think part of my concern was that last years (2011) return was completed by a CPA and it...